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Wealth Management Financial Services

Senior Retirement Plan Wealth Advisor

Job in Defiance, Defiance County, Ohio, 43512, USA
Listing for: State Bank
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
A regional banking institution is looking for a Retirement Plan Wealth Advisor to serve as the primary fiduciary advisor for employer-sponsored plans. The role requires building strong relationships with clients while ensuring compliance with ERISA regulations. The ideal candidate will have 5+ years of experience in retirement plan administration or wealth management, along with relevant professional designations. This full-time position is based in Defiance, Ohio, and offers opportunities for travel to various employer sites.
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Position Requirements
10+ Years work experience
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